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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,145 | $58,923+5.5% | $97,167-36.0% | $74,546-16.6% |
| Participation rate | 23.3% | 63.6%-40.3pp | 72.7%-49.4pp | 67.2%-43.9pp |
| Annual return | 13.78% | 16.04%-2.3pp | 75.27%-61.5pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $569 | $1,894-70.0% | $2,729-79.2% | $2,624-78.3% |
| Participant deferral / active EE | $979 | $3,664-73.3% | $4,264-77.0% | $4,347-77.5% |
| Admin fee / account holder | $952 | $1,974-51.7% | $5,650-83.1% | $1,944-51.0% |